Tuesday, April 30, 2013

Create incredible treatment plan presentations

I am on my flight back home from the Dentrix Train–the–Trainer
annual meeting. The meeting was held this year in San Antonio during Fiesta
Week, so not only did we have three days of learning opportunities, but we also
had a ton of fun doing it. My next couple of blogs will focus on some of the
cool, new things that I learned during my time in San Antonio.

One morning, I was registered for a Treatment Plan and Case
Presentation class. My first thought was, “I have taught
this class. What could I possibility learn?” However, my philosophy is that
there is always learning to be done and I was right. I typically do not train
on the Treatment Plan Presenter, but I am going to rethink that after what I
witnessed in San Antonio.

Did you know that you can add your own X-rays, photos, other
images, text, or video into the Dentrix Presenter to create a dramatic,
professional case presentation? It is so simple and, once the setup is done,
putting a presentation together is a snap. You can pull in an image, X-ray, or
video, and then assign it to certain procedure codes so it will automatically
load into the presentation for you. Also, these images or text can be printed
onto a treatment plan estimate if you so choose.

How do you do it? Follow along . . .

Open up your patient chart in Treatment Plan View > Case
Presentation Setup or open the Presenter and click on the Patient Education
Topics. Now click on the New Topic icon and a window that looks like this will
open.

This is where you can add your own slide for any patient
treatment plan presentation. Just follow the instructions in the window. First,
select a title for your slide in the Topic Title, then select the image for
this slide. The next two boxes are used if you are going to print out patient
education when printing a patient treatment plan estimate. Finally, on the
right side of the box, select the procedure codes that would relate to this
topic. In my example, I selected the porcelain crown code and the adult
orthodontics codes. When you are finished, click OK and your new education
topic will now show in the list under the category you have put it in.

Have fun with this! After what I learned in the Lone Star
State, I am definitely going to create some incredible treatment plan
presentations and increase my case acceptance.

Dayna Johnson, Certified Dentrix Trainer

Dayna loves her work. She has over 25 years of experience in the dental industry, and she’s passionate about building efficient, consistent, and secure practice management systems. Dayna knows that your entire day revolves around your practice management software—the better you learn to use it, the more productive and stress-free your office will be. In 2016, Dayna founded Novonee ™, The Premier Dentrix Community, to help cultivate Dentrix super-users all over the country. Learn more from Dayna at www.novonee.com and contact Dayna at dayna@novonee.com.